Fund Details
| Fund Name |
SW1 AIF |
| Category |
Close Ended, Category III AIF |
| Lock-in Period |
3 Years + 2 Years extendable (subject to investor consent) |
| Strategy |
Long Only |
| Corpus |
₹100 Crore (Including Green Shoe Option) |
| Minimum Investment |
₹100 Lakh |
| Drawdown Schedule |
3 Tranches (40%, 30%, 30%) |
Investment Strategy
SW1 AIF follows a focused investment approach with flexibility
for opportunities.
- 80%: Long-Only Listed Equities
- 20%: Special Situation & Tactical Opportunity
Key Investment Approaches:
- Timely Cash Calls
- Sector Rotation
- Timely Over-weight and Underweight Calls
- Tactical Calls
- Gold and Currency
Investment Process:
Identify – Research and market analysis;
Invest – Enter strong upside swings;
Protect – Hedge and manage risk;
Sit in Cash – When risk-reward is unfavorable;
Repeat – Re-enter the next opportunity.
Key Features
-
Strategy Flexibility:
Freedom to use leverage, derivatives and short-selling within SEBI limits.
-
Alignment of Interest:
The Investment Manager typically commits its own capital alongside investors.
-
Regulatory Oversight:
Registered and regulated by SEBI under the AIF Regulations, 2012.
-
Focused Capital:
Limited fund size supports sharper focus and active management.
-
Faster, Flexible Action:
Ability to rebalance and churn the portfolio as opportunities evolve.
-
Broader Opportunity Set:
Listed equity plus selected primary, secondary and private opportunities.
-
Downside Flexibility:
Ability to hedge during periods of excess volatility.
-
Investor Convenience:
Fund-level tax and reporting administration, subject to applicable rules.
Other Relevant Information
Sponsored By: SW Capital Private Limited
SEBI Registration Number: IN/AIF3/26-27/2257
Fund Management and Investment Committee:
- CA Anand Shroff
- Mr. Pankaj Jain, B.Tech
- Mr. Amit Pitale, MBA
Service Providers:
- Custody and Fund Accounting: Kotak Mahindra Bank
- RTA: CAMS
- Trustee: Axis Trustee Services Limited
- Tax Advisors: BDO
Registered Office:
4th Floor, Sunteck Center, 37-40, Subhash Road,
Vile Parle (East), Mumbai, Maharashtra, 400057, India.
Phone: 022 4268 7474
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